PPM America Deploys Varden's eReportalDeck Platform for Data-Driven Pitchbook and Marketing Content Automation and On-Demand

PPM America Deploys Varden's eReportalDeck Platform for Data-Driven Pitchbook
          and Marketing Content Automation and On-Demand Production

PR Newswire

BOSTON, March 10, 2014

BOSTON, March 10, 2014 /PRNewswire/ --Varden Technologies, a provider of
investment client reporting, data-driven pitchbooks, and information delivery
portals, announces another successful implementation of its eReportalDeck
platform. $98-billion PPM America, Inc. has deployed eReportalDeck for
data-driven marketing content production. eReportalDeck is a sub-platform of
the eReportal application. Whereas eReportal is an open-ended approach to
workflow-driven, auditable, and interactive client communications,
eReportalDeck specifically focuses on data-driven pitchbook and fund summary
automation and on-demand production. The web-based platform allows business
users to inject privileged and validated firm-wide data into native, editable,
PowerPoint® content. In addition, down and end-stream users can assemble
custom packages while gaining proprietary pre/post-rendered controls of
investment marketing and sales content through web and tablet-based
interfaces.

"Our produced content must be accurate while timely to serve our marketing,
sales and servicing teams. This is why we selected Varden for their
eReportalDeck pitchbook production software. We are happy with the Varden team
for their in-depth command of investment marketing content. eReportalDeck is
an installed application, giving our business users full command of its
capabilities. Because we are not loading data externally or leveraging an
outsourcing model, we own the future of our content strategy with
eReportalDeck," shares Sean Kelley, Vice President of Middle Office at PPM
America.

Based in Chicago, PPM America is an indirect subsidiary of Prudential plc, a
company incorporated in the United Kingdom, which is a publicly traded holding
company with $650 billion in assets under management as of June 30, 2013.
Neither PPM America, Inc. nor Prudential plc are affiliated in any manner with
Prudential Financial, Inc., a company whose principal place of business is in
the United States of America. PPM America and its affiliates provide
investment advisory and management services to a variety of portfolio product
types originated by affiliates of its UK Parent, including Jackson National
Life Insurance Company in the US, a number of UK affiliates and Asian
affiliates. PPMA also provides services to other affiliated and unaffiliated
institutional clients, including collateralized debt/loan obligations
(CDO/CLOs), private investment funds, institutional accounts and mutual funds.

Minh Nguyen, Head of Relationships, shares, "it was a pleasure to partner with
the PPM America team. As firms seek greater asset inflow, we recognize their
investments to empower Front and Middle Office with information and content
servicing and self-servicing platforms, like eReportalDeck. Validating
information is the job of the Back Office, as well as specific facets of
eReportalDeck. Once validated, however, down and end-stream users will have
the power to control and create on-demand views and content by leveraging the
exposed hierarchy of enterprise data, information and content series."

"Our market footprint has grown from the idea that pitchbook and content that
exist in PowerPoint® can simply remain so. eReportalDeck deploys a toolbar
inside standard PowerPoint® to privileged end-users. That toolbar houses a
data dictionary for users to inject data-driven content to populate alongside
static content. With eReportalDeck, at-risk and manually intensive content
maintenance is reduced. Your business users can generate data-driven
pitchbooks and marketing content," Donald McLeod, Varden's lead on the
implementation, concludes. 

About Varden Technologies

Varden Technologies is an investment technology firm, based in Boston, MA.
Since 1999, Varden provides data integration services as well as proprietary
software. In the consulting division, Varden implements third-party systems
across core disciplines of portfolio accounts, performance attribution,
compliance and trade. In the software division, Varden offers eReportal, a
platform for firm-wide data aggregation/validation and reporting, complete
with workflow guidance, exceptions monitoring, and portal publication.
eReportal has three sub-platforms, each can be parsed for autonomous
deployment. eReportalDeck targets data-driven pitchbook and sales/marketing
content production. Matrix targets open-ended data and process workflow
guidance and exceptions monitoring. xPortal targets down/end-stream
interactive information delivery via a customizable, secured, MVC-based portal
framework.

www.VardenTech.com | www.PitchbookSoftware.com

Alexandra McSweeney
Marketing Manager
77 Franklin Street
Boston, MA 02110
617.482.5902 x306 | Email
www.VardenTech.com | www.PitchBookSoftware.com

Read more news from Varden Technologies.

SOURCE Varden Technologies

Website: http://www.VardenTech.com
 
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